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240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Kaysville | UT | 05/2008 | 09/2017 |
| Bfc Planning, Inc. | Kaysville | UT | 12/2013 | 09/2017 |
| Promontory Financial Planning | Farmington | UT | 09/2017 | Present |
1.RON VALENTINE INSURANCE-Y-LAYTON, UT-INSURANCE SALES-OWNER-06/1982-5-5-INSURANCE SALES 2.VALENTINE CPA-Y-KAYSVILLE, UT-CPA SERVICES-PRINCIPAL-01/1997-110-110-TAX PREPARATION 3.EMPYREAL HOLDINGS, LTD.-N-LAYTON, UT-REAL ESTATE RENTAL-GENERAL PARTNER-10/1999-1-0-RENTAL OF COMMERCIAL REAL ESTATE 4. 5.Valentine CPA & Engineering Company-N-Layton, UT-Accounting-Vice President-10/2016-10-10-Accounting & Engineering Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
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